CSat Investment Advisory’s Polaris PII Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-196
| Closed | -$18K | – | 840 |
|
|
2020
Q3 | $18K | Buy |
196
+25
| +15% | +$2.3K | ﹤0.01% | 899 |
|
|
2020
Q2 | $16K | Sell |
171
-53
| -24% | -$4.96K | ﹤0.01% | 906 |
|
|
2020
Q1 | $11K | Buy |
224
+35
| +19% | +$1.72K | ﹤0.01% | 889 |
|
|
2019
Q4 | $19K | Buy |
189
+32
| +20% | +$3.22K | 0.01% | 803 |
|
|
2019
Q3 | $14K | Buy |
157
+22
| +16% | +$1.96K | ﹤0.01% | 816 |
|
|
2019
Q2 | $12K | Buy |
+135
| New | +$12K | ﹤0.01% | 819 |
|